SPXD - ETF AI Analysis
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Xtrackers S&P 500 Diversified Sector Weight ETF (SPXD)
Rating:70Outperform
Price Target:―
Positive Factors
Balanced Sector Mix
The fund spreads its investments across many sectors, which helps reduce the impact if any one industry struggles.
Strong Overall Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Low Expense Ratio
The fund’s relatively low annual fee means more of any returns can stay in investors’ pockets over time.
Negative Factors
Heavy U.S.-Only Exposure
Almost all of the fund’s assets are invested in U.S. companies, offering little diversification across global markets.
Several Weak Top Holdings
Some of the largest positions, such as Berkshire Hathaway, Abbott Laboratories, Walt Disney, and Regeneron, have shown weak performance this year, which can drag on the fund.
Small Asset Base
The fund manages a relatively modest amount of assets, which can sometimes lead to higher trading spreads and less liquidity for investors.
SPXD vs. SPDR S&P 500 ETF (SPY)
AUM7.17M
RegionNorth America
Expense Ratio0.09%
Beta0.59
IssuerXtrackers
Inception DateJul 24, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedS&P 500 Diversified Sector Weight Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,012
30 Day Avg. Volume858
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
34.08Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering501
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPXD Summary
SPXD is an exchange-traded fund that follows the S&P 500 Diversified Sector Weight Index, giving you exposure to many of the largest U.S. companies while spreading investments more evenly across sectors. It holds well-known names like Apple, Berkshire Hathaway, Procter & Gamble, Costco, and Walmart, and covers technology, health care, financials, consumer stocks, and more. Someone might invest in SPXD to get broad, long-term growth potential from leading U.S. companies with less concentration in any single sector. A key risk is that it still moves with the overall U.S. stock market, so its value can go up and down over time.
How much will it cost me?The expense ratio for the Xtrackers S&P 500 Diversified Sector Weight ETF (SPXD) is 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because the fund is passively managed, tracking an index rather than relying on active stock selection.
What would affect this ETF?The SPXD ETF, with its diversified sector weighting and focus on large-cap U.S. companies, could benefit from economic growth and innovation in sectors like technology and healthcare, which are among its top exposures. However, it may face challenges from rising interest rates, which could pressure financial and real estate sectors, or economic slowdowns that impact consumer spending and cyclical industries. Regulatory changes or geopolitical tensions affecting key holdings like Apple or Berkshire Hathaway could also influence performance.
SPXD Top 10 Holdings
SPXD’s story is less about one superstar and more about a deep U.S. bench, but a few names still set the tone. In health care, Moderna and Regeneron are sprinting ahead, giving the fund a lift, while steadier giants like Abbott move forward more cautiously. Microsoft adds a rising Big Tech backbone without letting the portfolio become a pure tech bet. On the flip side, consumer staples like Procter & Gamble and even Costco have been treading water, slightly braking the fund’s otherwise broad, sector-balanced momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B | 3.82% | $272.24K | $974.25B | 1.25% | 66 Neutral | |
| Abbott Laboratories | 2.14% | $152.85K | $187.45B | -18.51% | 73 Outperform | |
| Moderna | 1.78% | $126.77K | $58.11B | 478.96% | 59 Neutral | |
| Procter & Gamble | 1.39% | $99.29K | $340.39B | -8.49% | 69 Neutral | |
| Regeneron | 1.37% | $97.67K | $85.22B | 44.36% | 78 Outperform | |
| Walt Disney | 1.31% | $93.41K | $181.84B | -10.69% | 75 Outperform | |
| Phillips 66 | 1.24% | $88.77K | $101.79B | 93.91% | 73 Outperform | |
| Microsoft | 1.21% | $86.45K | $3.71T | 0.95% | 79 Outperform | |
| Costco | 1.16% | $82.42K | $406.11B | -4.95% | 72 Outperform | |
| Sysco | 1.10% | $78.29K | $38.35B | -2.91% | 71 Outperform |
SPXD Technical Analysis
Positive
―
Price Trends
29.26
Positive
28.53
Positive
27.42
Positive
Market Momentum
0.15
Positive
53.50
Neutral
42.68
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPXD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.83, equal to the 50-day MA of 29.26, and equal to the 200-day MA of 27.42, indicating a neutral trend. The MACD of 0.15 indicates Positive momentum. The RSI at 53.50 is Neutral, neither overbought nor oversold. The STOCH value of 42.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPXD.
SPXD Peer Comparison
Comparison Results
Performance Comparison
SPXD
Xtrackers S&P 500 Diversified Sector Weight ETF
29.75
4.94
19.91%
PRMR
PeakShares RMR Prime Equity ETF
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―
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ALTL
Pacer Lunt Large Cap Alternator ETF
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SPXE
ProShares S&P 500 Ex-Energy ETF
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FCUS
Pinnacle Focused Opportunities ETF
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EGGQ
NestYield Visionary ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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